For any user to be able to delegate their work to other users, the user should be added to the delegation users list; Check here how to Add Users to the delegation list so that they can delegate their activities.
Following are the steps to delegate work to an delegatee:
The logged in user needs to go to their Settings Page by clicking on the user's username on top right
Once on the Settings Page user needs click on My Delegations menu
Note: My Delegations menu will appear only if the logged in user is added to the delegation users list.Here is how to Add Users to the delegation list.
Toggle Status: Enable the Toggle Status to Active
Start Date: The date from which the user is delegate the work
End Date: The date upto which the access is delegated
Delegated To: The user (delegatee) to whom the work is delegated. This dropdown populates the list of all users to whom the task can be assigned
Excluded Applications: List of applications whose access is not provided to the delegatee
Once all the details are filled the user is expected to accept the consent to be able to configure the delegation. The consent looks something similar to as show below:
Once confirmed the user needs to click on the I agree check box and save the delegation
Once save the delegatee can see and accept the delegation in their My Delegation Page under Settings.
